Create selectors

A selector is a widget that lets you pick members, sets, or levels for a view (either exploration or visualization). When a selector is synchronized with a view, a selection in the selector is applied to the view. For example, suppose that you have an exploration or visualization and the overview is hidden. You can add a selector to the sheet so that you can click an item in the selector to change the data in the view.

About this task

You can create two types of selectors: a selector list or a selector tile.

Create a selector list from the Data tree

A selector list displays a full list of all members of the dimension or hierarchy from which it is created.

About this task

You can click a member in the selector list to view data for that member in the view. You cannot open the set editor from a selector list.

Selector list showing months of the year

Procedure

  1. Ensure that the book is in Edit mode.
  2. On the Data tree, open the Dimensions node beneath the cube for which you want to create a selector list.
    You can only create a selector list from the Dimensions node beneath a cube. You can't create a selector list from the main Dimensions node.
  3. Right-click the dimension or hierarchy that you want to use as a selector list.
  4. Click Add as selector widget.
    The selector is placed on the sheet and displays the members of the dimension or hierarchy. You can move or resize the selector.
  5. To modify properties for the selector, click the selector, then click Properties.
  6. Click the Visualization tab to set refresh properties for the selector.
    1. If you want the selector to automatically update when the members of the associated dimension or hierarchy change, enable the Refresh automatically option.
    2. Set the refresh interval in seconds, minutes, or hours. This setting determines the interval at which Planning Analytics polls the associated dimension or hierarchy for changes and updates the selector.
    3. If you don't want to automatically update the selector, disable the Refresh automatically option.
  7. Click the General properties tab to add a title, change the fill color, add a border, or change most other properties of the selector,
  8. To change the text style for items in the selector, right-click the selector, then click Style text. You can change the font family, size, color, style, and alignment.

Create a selector tile from a view

A selector tile appears as a clickable tile that displays the name of the dimension from which it was created, along with an icon indicating the type of members displayed in the view.

About this task

This example shows a selector tile for the Month dimension with the 1st Quarter named subset displayed in the view.

Tile selector with a subsetThese are the icons that can appear on a selector tile.

Named subset icon
A subset. If a named subset, the tile displays the name of the subset. If an unnamed subset, the tile displays Selection.
Level icon
A consolidation level. The tile displays the consolidation level number.
Consolidation icon
A consolidated member. The tile displays the member name.
Leaf member icon
A leaf member. The tile displays the member name.

When you click a selector tile, the tile expands to show the items you can select to change data in a view. You can also open the set editor (if enabled) directly from the selector tile to modify the current set, create a new set, or select one or more members to use in the view.

Procedure

  1. Ensure that the book is in Edit mode.
  2. On the view, click the dimension tile that you want to use as a selector, then drag the dimension to an empty space on the sheet.
    The default behavior of the new selector depends on the location of the dimension tile in the view. When you create a selector from a dimension tile on the columns or rows of a view, you see sets and levels when you click the selector. When you create a selector from a dimension on the context area of a view, you see members when you click the selector. You can change this default behavior in the Custom properties for a selector.
  3. To modify properties for the selector, click the selector, then click Properties.
  4. Click the General properties tab to change the appearance, position, or size of the selector.
  5. Click the Custom properties tab to modify the behavior of the selector.
    1. Click the Set editor category, then enable or disable the Set editor option.
      When the Set editor option is enabled, users can open the set editor directly from the selector. Users can double-click the selector or click the Edit this set icon on the list of available items to open the set editor.
    2. Click the Selection type category to set they items that appear when a user clicks a selector.
      Select Sets and levels to display a list of available sets and levels when a user clicks the selector.

      Select Members to display a full list of members when a user clicks the selector.